FP&A Manager

Description

Summary

The FP&A Manager is responsible for preparing annual and long-range plans for the organization. Development of financial models to evaluate business opportunities ranging from customer product and segment analysis to financial evaluation of operations planning as well as the broader planning topics of M&A opportunities and alternative value creation methodologies. In this position, you will work very closely with both the finance/accounting team and the sales/operations team to support strategic planning initiatives and current business analytics to ensure maximum value creation.

Essential Duties and Responsibilities include the following; other duties may be assigned.

• Prepare and deliver monthly, quarterly and annual internal and external reporting packages together with the Controller
• Work with the various BU heads to build department / channel / region appropriate Annual Operating Plans (AOPs) and budget
• Partner with the accounting staff and sales & operations teams to deliver dashboard metric reporting and support business forecast & budget needs
• Provide analysis on forecast variances; propose opportunities to offset negative trends through close cooperation with the accounting and sales & operations teams
• Perform analyses on financial stability, profit improvement recommendations, customer contract or pricing change impacts, cost changes, etc.
• Translate qualitative strategic planning initiatives into financial figures - both balance sheet and P&L to be used by management to steer strategic direction and measure operational execution of those initiatives
• Partner with global FP&A team in Israel to support global and regional executive leadership teams' regarding business reporting & planning needs as well as project-based activities supporting future business development opportunities

Requirements

Qualifications

To perform this job successfully, the individual must be able to perform each essential duty with speed, accuracy and value-added conclusions/recommendations. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor's degree in finance or accounting (a Master of Business Administration desirable) and five plus years of related experience in a manufacturing or distribution organization with preference for a B2B driven experience.

CPA/CMA/FP&A designation preferred

Skills / Competencies

Technical & Analytical Proficiency

• Financial Analysis & Modeling: Advanced proficiency in financial analysis, modeling, forecasting, and reporting, including the use of complex spreadsheets, financial models, and analytical tools to evaluate performance, identify trends, and support business decisions.
• Financial Systems: Demonstrated experience with enterprise financial systems and reporting platforms; Oracle and Hyperion experience preferred.
• Business Intelligence & Data Visualization: Advanced proficiency in Microsoft Power BI, including data modeling, dashboard development, data visualization, report automation, and the transformation of complex datasets into meaningful business insights.
• Reporting & KPI Development: Ability to develop, maintain, and interpret financial and operational reports, key performance indicators (KPIs), and management dashboards that effectively communicate business performance, highlight opportunities and risks, and support informed decision-making.
• Artificial Intelligence & Emerging Technologies: Demonstrated proficiency in leveraging artificial intelligence (AI) and emerging technologies to enhance productivity, streamline processes, improve analytical capabilities, and support data-driven decision-making while maintaining appropriate standards for data security, confidentiality, accuracy, and ethical use.
• Analytical & Critical Thinking: Ability to synthesize complex information, evaluate quantitative and qualitative data, identify underlying trends and business drivers, and translate findings into sound conclusions and actionable recommendations.

Professional & Behavioral Competencies

• Strategic Thinking & Business Acumen: Understands the relationship between financial performance, operational activities, and broader business objectives. Anticipates potential challenges, identifies opportunities for improvement, and provides insights and recommendations that support organizational priorities.
• Problem Solving & Decision-Making: Proactively identifies and evaluates problems, gathers relevant information, assesses risks and alternatives, and develops practical, data-supported solutions. Demonstrates sound judgment, objectivity, and a collaborative approach to resolving complex business challenges.
• Communication & Presentation: Communicates complex financial and analytical information clearly, accurately, and concisely to audiences with varying levels of financial expertise. Demonstrates strong written, verbal, presentation, and active listening skills. Effectively translates data into meaningful business narratives, recommendations, and actionable next steps.
• Collaboration & Business Partnership: Builds productive working relationships across functions and organizational levels. Demonstrates a collaborative, solutions-oriented approach, proactively shares information, supports knowledge transfer, and helps stakeholders understand and effectively utilize financial information.
• Planning, Organization & Execution: Effectively prioritizes competing demands, manages multiple projects and deadlines, and develops realistic action plans with measurable milestones and deliverables. Anticipates resource requirements, communicates capacity constraints, and consistently delivers accurate, timely, and high-quality work.
• Continuous Learning & Adaptability: Demonstrates a commitment to professional growth by seeking feedback, expanding technical and business knowledge, and remaining current with developments in financial analysis, business intelligence, and emerging technologies. Adapts readily to changing business priorities, systems, and processes while sharing knowledge and best practices with others.
• Accountability & Attention to Detail: Takes ownership of assigned responsibilities, maintains a high degree of accuracy and data integrity, follows through on commitments, and demonstrates sound professional judgment in handling sensitive and confidential financial information.
• Process Improvement & Innovation: Proactively identifies opportunities to improve reporting, analytical processes, systems, and workflows. Leverages technology, automation, and best practices to enhance efficiency, reliability, scalability, and the overall value of financial information provided to the business.

Physical Demands

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job in a standard office environment. Some travel will be required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job in a standard office environment. Travels may include visits to the various distribution centers, customer locations and other locations/events which pertain to the trade. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Compensation: This position offers a competitive starting base salary ranging from $95,000 - $120,000, depending on experience and qualifications. The expected total target compensation for employees meeting performance expectations ranges from $109,250 to $138,000 annually, inclusive of base salary and target annual bonus opportunity.